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HomeMy WebLinkAbout12-17-14 r..� c � �' rn � o rn � � � c-� ANNUAL REPORT OF � � � � � �' � �., � � :+ � GUARDIAN OF THE PERSON �-�; G� :.� =�� � � _ . ., f--, . � t.r c.� �, '"� �� -�-t . i .a �-� ,�,Z � .,,,- `'l ,,::� C�: C'� � �za C�.) r rn COURT OF COMMON PLEAS OF `{ r �-; c.� cn � CUMBERLAND COUNTY, PENNSYLVANIA �'' �' ORPHANS' COURT DIVISION Estate of Jean B. Deissler , an Incapacitated Person No. 21-12-1014 L INTRODUCTION Suzan Cartwright&Jean Adams , was appointed �Plenary�Limited Guardian of the Person by Decree of Thomas A. Placey � J.� dated 10/25/2012 � A. This is the Annual Report for the period from November 1, � 2013 to October 31 , 2014 (the "Report Period"); or � B. This is the Final Report for the period from , to , (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: 2. The Guardianship was terminated by the Court by Decree of J., dated FoY a Final Report, omit Sections II through IY. Fo�m G-03 rev. 10.13.06 PagO 1 Of 4 �� Estate of Jean B. Deissler , an Incapacitated Person II. PERSONAL DATA Age of the Incapacitated Person: gg Date of Birth: ��17/1926 III. LIVING ARRANGEMENTS A. Current address of the Incapacitated Person: Oakgrove 500 Norman Drive Cranberry Township, PA 16066 B. The Incapacitated Person's residence is: �own home/apartment �nursing home �boarding home/personal care home �Guardian's home/apartment �hospital or medical facility �relative's home(name, relationship and address) �other: Memory care facility C. The Incapacitated Person has been in the present residence since 08/09/2012 . If the Incapacitated Person has moved within the past year, state prior residence and reason(s) for move: Form G-03 rev. 10.13.06 Page 2 Of 4 Estate of Jean B. Deissler , an Incapacitated Person D. Name and address of the Incapacitated Person's primary caregiver: Oakgrove 500 Norman Drive Cranberry Township, PA 16066 IV. MEDICAL INFORMATION A. The major medical or mental problems of the Incapacitated Person are as follows: End stage dementia B. Specify what, if any, social,medical,psychological and support services the Incapacitated Person is receiving: Normal medical care & day-to-day social activities V. GUARDIAN'S OPINION A. It is the opinion of the Guardian of the Person that the guardianship should: �continue �be modified �be terminated FoYm c-o3 rev. �0.�3.06 Page 3 of 4 Estate of Jean B. Deissler , an Incapacitated Person The reasons for the foregoing opinion are: She has been diagnosed as having end stage dementia and requires day-to-day care and supervision B. During the past year, the Guardian of the Person has visited the Incapacitated Person `�--�� times with the average visit lasting_�hours, �� minutes. The report of a social service organization employed by the C'ruardian to oversee and coordinate the care of the Incapacitated Person for the period covered by this Report may be attached to supplement this Report. I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 18 Pa. C.S.A. § 4904 relative to unsworn falsification to autharities. � /,�-,��i� �� - �' �� .� Date Signature of ardian ofthe Person Suzan E. Cartwright Name of Guardian of the Person(type or print) 2172 Poor Richards Lane Add��ess Pittsburgh, PA 15237 ciry,srare,zip 412-366-0142 Telephone Form G-03 rev.10.13.06 Page 4 of 4 Estate of Jean B. Deissler , an Incapacitated Person The reasons for the foregoing opinion are: She has been diagnosed as having end stage dementia and requires day-to-day care and supervision B. During the past year,the Guardian of the Person has visited the Incapacitated Person ��,� ,�times with the average visit lasting�_hours,__�,��minutes. The report of a social service organization employed by the C'ruardian to oversee and coordinate the care of the Incapacitated Person for the period covered by this Report may be attached to supplement this Report. I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 18 Pa. C.S.A. § 4904 relative to unsworn falsification to authorities. � �i�9% Date /� Signahcre of Guardian of the Person N. Jean Adams Name of Guardian of the Person(rype or print) 6004 Triple Crown Circle Address Greensburg, PA 15601 Ciry,State,Zip 724-219-3348 Telephone Form G-03 rev. 10.13.06 Page 4 of 4 c� � _ � rn � � � � a ' � � `� c�~� cn ='� ,m � � � .�.� �:� �" ;,L,:� r"1 -�.,7 �;�;i � `, (��� '""i �:�, _ .. t.::7 �'>. t"'? r..j � ..17. _°r� -el y t;`,� -r7 � '�'"t ; , �:.� w�W c7 ;:-a c..� r�- rn ANNUAL REPORT OF � � ��� � � � GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Jean B. Deissler , an Incapacitated Person No. 21-12-1014 L INTRODUCTION Norman E. Deissler, Jr. , was appointed �Plenary �Limited Guardian of the Estate by Decree of Thomas A. Placey � J� dated 10/25/2012 � A. This is the Annual Report for the period from November 1 � 2013 to October 31 , 2014 (the "Report Period"); or � B. This is the Final Report for the period from , to , (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-02 rev. 10.13.06 plge 1 Of S � a Estate of Jean B. Deissler , An Incapacitated Person IL SUMMARY A. State the value of the estate reported on the Inventory $ 704,828.03 B. State the value(s) of principal assets at the beginning of the Report Period. (Same as Inventory if first Report, otherwise, ending balance from last Report.) $ 699,409.60 C. What is the total amount of income earned during the Report Period? $ 19,408.13 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 97,528.37 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 549,212.36 2. Income $ 0.00 3. Total of Principal and Income $ 549,212.36 IIL ADDITIONAL INFORMATION (If more space is needed,please attach additional pages.) A. Principal 1. How is the principal balance listed above currently invested? (Please specify, e.g., real estate, certificates of deposit,restricted bank accounts, etc.): Mutual Funds, Money Market Accounts, Stock, IRAs, Checking Accounts (See Attached) 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . �Yes �No Fo�-m�-oz ���.10.�3.06 Page 2 of 5 Estate of Jean B. Deissler , An Incapacitated Person b. List purpose and amount of expenditures: See attached accounting $ 76,542.15 $ $ $ c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . �Yes �No 3. Were additional principal assets received during the Report Period which were not included in the Inventory or a prior Report filed for the Estate? . . . . . . . . . . . �Yes �No If yes: a. Was Court approval requested prior to receiving the additional principal? . . . . . . . . . . . . . . . . ❑ Yes ❑No b. State the sources and amounts of the additional principal received: $ $ $ $ $ B. Income 1. State sources and amounts of income received during the Report Period(e.g., Social Security, pension, rents, etc.): See attached accounting $ 19,408.13 � � $ $ $ Total income received during Report Period: $ 19,408.13 Form G-02 rev. 10.13.06 page 3 Of 5 Estate of Jean B. Deissler , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Reinvestment in mutual funds, money market funds, checking accounts (See Attached) C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Person(e.g., clothing,nursing home, medicine, support, etc.): Nursing Home, Medical Expenses, Insurance, Personal Items, Medical Insurance, Income Taxes D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) Legal Fees E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained �Yes �No �Yes �No Form G-O2 rev. 10.13.06 PagO 4 Of S Estate of Jean B. Deissler , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 3,635.50 �Yes �No �Yes �No I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. § 4904 relative to unsworn falsification to authorities. id.,r �v � R- Date Signature ofGuardian ofthe Estate Norman E. Deissler,Jr. Name of Guardian of the Estate(type or print) 2013 Enfield Street Address Camp Hill, PA 17011 Ciry.State,Zip 717-439-6156 Telephone Fa�m G-O2 rev. 10.13.06 Page 5 of 5 SUMMARY OF ACCOUNT Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 Fiduciary Acquisition Page Value Principal Receipts 1-3 $ 716,222.00 Adjustments to carrying values prior to 11/01/2013 (35,000.00) $ 681,222.00 Net Gain (or Loss) on Sales or Other Dispositions 4-5 50,216.45 Other Receipts 0.00 Receipts prior to 11/01/2013 3,545.45 $ 734,983.90 Less Disbursements Administration Expenses (Prin) 6 $ 130.69 Fees and Commissions (Prin) 6 3,635.50 Disbursements prior to 11/01/2013 29,954.83 33,721.02 Balance before Distributions $ 701,262.88 Distributions to Beneficiaries 7 $ 72,775.96 Distributions prior to 11/01/2013 79,274.56 152,050.52 Principal Balance on Hand 8-9 $ 549,212.36 Income Receipts 10-11 $ 19,408.13 Receipts prior to 11/01/2013 24,596.25 Total Income 44,004.38 Less Disbursements Disbursements prior to 11/01/2013 2,536.37 Balance before Distributions $ 41,468.01 Distributions to Beneficiaries 12-14 $ 20,986.22 Distributions prior to 11/01/2013 20,481.79 41,468.01 Income Balance on Hand $ 0.00 Combined Balance on Hand $ 549,212.36 RECEIPTS OF PRINCIPAL Page 1 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler As of 11/01/2013 Fiduciary Assets Listed in Inventory Acquisition (Valued as of date received) Value Cash on Hand Proceeds from National Service Life Policy V171294882 $ 31,780.76 Proceeds from National Service Life Policy V171294883 5,153.54 $ 36,934.30 Checking Accounts Metro Bank Checking Account 0512097239 $ 1,115.24 Metro Bank Checking Account 0512107335 3,903.56 PNC Bank Checking Account 51-4017-5331 5,726.82 10,745.62 Money Market Accounts Scottrade Account 24389365 $ 1.25 Vanguard Money Market Fund 0030-09883251967 6,878.86 Vanguard Money Market Fund 0030-09937094672 21,072.96 Vanguard Money Market Fund 0030-88023198526 4,180.09 32,133.16 Money Market Accounts- IRA Sterling Trust IRA Account 017322 8,520.83 Common Stocks Rite Aid Corp (Held in Scottrade Account) 14,681.16 12,548 Units Mutual Funds Fidelity Magellan (in account 2BN-611255) $ 115,250.56 1,540.371 Units RECEIPTS OF PRINCIPAL Page 2 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler As of 11/01/2013 Fiduciary Assets Listed in Inventory Acquisition (Valued as of date received) Value Fidelity Magellan (in account 2BN-611271 -Jean B. Deissler Revocable Trust) $ 79,811.99 1,066.72 Units Vanguard 500 Index Fund (Account 0040-09883251967) Per statement 3,294.61 24.738 Units $ 198,357.16 Mutual Funds- IRA Fidelity Magellan (Fidelity IRA Account 2BN-611263) $ 61,945.80 827.931 Units Fidelity Magellan (Fidelity IRA Account 26N-611247) 49,276.90 658.606 Units Opp Global Strat Inc Fund A (Sterling Trust IRA 017322) 17,485.40 4,066.373 Units 128,708.10 Residences 311 Lamp Post Lane, Hampden Township, PA 265,000.00 Household Goods & Furnishings Misc. Household Items $640 proceeds received $1,507.70 proceeds received 2,147.70 Miscellaneous Property Stair Lift $ 600.00 2002 Cadillac Seville 7,000.00 7,600.00 TOTAL INVENTORY $ 704,828.03 RECEIPTS OF PRINCIPAL Page 3 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler As of 11/01/2013 Receipts Subsequent to Inventory (Valued when received) 10/01/2012 Mass Mutual Financial Group Policy 1 335 165 Cash value as of 8/22/12 $ 7,300.00 12/12/2012 Dr. Kramer Refund of Overpayment 75.00 04/09/2013 Erie Auto Refund 187.00 08/12/2013 Misc. Purses/Jewelry 1,141.97 08/12/2013 Topaz Magnifier 600.00 11/07/2013 IRS Refund 2012 2,090.00 TOTAL RECEIPTS SUBSEQUENT TO INVENTORY $ 11,393.97 SUMMARY Totallnventory $ 704,828.03 Total Receipts Subsequent To Inventory 11,393.97 TOTAL RECEIPTS OF PRINCIPAL $ 716,222.00 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS Page 4 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 Gain Loss 12/06/2013 $29.49 dividend/$116.25 short term capital gain/$147.70 - long term capital gain re: Fidelity Magellan (IRA 26N- 611255) Net Proceeds $ 293.44 Fiduciary Acquisition Value 0.00 Net Gain $ 293.44 12/06/2013 $459.07 dividends/$1,809.50 short term capital gain/ $2,299.08 long term capital gain re: Fidelity Magellan (IRA 26N-611263) Net Proceeds $ 4,567.65 Fiduciary Acquisition Value 0.00 Net Gain 4,567.65 12/06/2013 $1676.55 dividends/$6608.40 short term capital gain/ $8396.36 long term capital gain re: Fidelity Magellan (IRA 2BN-611271) Net Proceeds $ 16,681.31 Fiduciary Acquisition Value 0.00 Net Gain 16,681.31 12/06/2013 $354.88 dividends/$1398.82 short term capital gain/ $1777.28 long term capital gain re: Fidelity Magellan (IRA 220-157660-1) Net Proceeds $ 3,530.98 Fiduciary Acquisition Value 0.00 Net Gain 3,530.98 05/02/2014 $9.04 Dividends $89.30 Short term gain $195.92 long term gain Re: Fidelity Magellan Net Proceeds $ 294.26 Fiduciary Acquisition Value 0.00 Net Gain 294.26 05/02/2014 Dividends$140.68 Short term gain $1,390.08 Long term gain $3,049.59 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS Page 5 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 Gain Loss Re: Fidelity Magellan Net Proceeds $ 4,580.35 Fiduciary Acquisition Value 0.00 Net Gain $ 4,580.35 05/02/2014 $108.75 Dividends $1,074.59 Short term gain $2,357.46 long term gain Re: Fidelity Magellan Net Proceeds $ 3,540.80 Fiduciary Acquisition Value 0.00 Net Gain 3,540.80 05/02/2014 Dividends$513.76 Short term gain $5,076.64 Long term gain $11,137.26 Re: Fidelity Magellan Net Proceeds $ 16,727.66 Fiduciary Acquisition Value 0.00 Net Gain 16,727.66 Net Gain $ 50,216.45 DISBURSEMENTS OF PRINCIPAL Page 6 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 Administration Expenses (Prin) 01/28/2014 Saidis, Sullivan & Rogers, out of pocket expenses $ 55.89 03/31/2014 Saidis, Sullivan & Rogers, out of pocket expenses 34.20 10/22/2014 Metro Bank, Harland Clarke Check Order 25.60 10/31/2014 Metro Bank, monthly business checking fee 15.00 $ 130.69 Fees and Commissions (Prin) 01/28/2014 Saidis, Sullivan & Rogers 3,635.50 TOTAL DISBURSEMENTS OF PRINCIPAL $ 3,766.19 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Page 7 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 To: Jean B. Deissler Sherwood Oaks 11/14/2013 Cash $ 4,765.84 12/19/2013 Cash 5,332.06 01/21/2014 Cash 2,570.72 02/18/2014 Cash 6,616.30 04/14/2014 Cash 14,283.56 05/16/2014 Cash 7,305.29 06/19/2014 Cash 7,230.35 07/24/2014 Cash 7,272.22 08/21/2014 Cash 7,453.90 09/17/2014 Cash 2,722•99 10/17/2014 Cash 6,201.73 To: Jean B. Deissler Medical Expenses 10/17/2014 Cash 229.00 To: Jean B. Deissler Freedom Blue 10/24/2014 Cash 219.00 To: Jean B. Deissler Income Taxes 10/20/2014 Cash 573.00 Total for Jean B. Deissler $72,775.96 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 72,775.96 PRINCIPAL BALANCE ON HAND Page 8 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler As of 10/31/2014 Current Carrying Value Value Checking Accounts Metro Bank Guardian Checking Account 2843381837 $105,211.81 $105,211.81 PNC Bank Checking Account 51-4017-5331 289.92 289.92 Metro Bank Checking Account 2844118894 9,959.40 9,959.40 Money Market Accounts Scottrade Account 24389365 1.25 1.25 Vanguard Money Market Fund 0030-09883251967 26,051.98 26,051.98 Vanguard Money Market Fund 0030-88023198526 4,181.46 4,181.46 Common Stocks Rite Aid Corp (Held in Scottrade Account) 60,732.32 14,681.16 12,548 Units Mutual Funds Fidelity Magellan (in account 2BN-611255) 11,302.73 9,944.64 116.812 Units Fidelity Magellan (in account 26N-611271 -Jean B. Deissler Revocable Trust) 299,334.12 236,672.51 3,093.573 Units Vanguard 500 Index Fund (Account 0040-09883251967) Per statement 4,680.05 3,614.48 25.716 Units Mutual Funds- IRA Fidelity Magellan (Fidelity IRA Account 2BN-611263) 75,926.12 59,039.20 784.685 Units Fidelity Magellan IRA Account 220-157660-1 63,360.96 50,153.81 654.826 Units Debt Instruments Loan to Norman Deissler Revocable Trust 22,110.74 22,110.74 PRINCIPAL BALANCE ON HAND Page 9 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler As of 10/31/2014 Current Carrying Value Value Life Insurance Mass Mutual Financial Group Policy 1 335 165 Cash value as of 8/22/12 $ 7,565.58 $ 7,300.00 PRINCIPAL BALANCE ON HAND $690,708.44 $549,212.36 RECEIPTS OF INCOME Page 10 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 Dividends Vanguard Money Market Fund 0030-09883251967 11/29/2013 Dividends $ 0.21 12/31/2013 Dividends 0.22 01/31/2014 Dividends 0.22 02/28/2014 Dividends 0.20 03/31/2014 Dividends 0.22 04/30/2014 Dividends 0.21 05/30/2014 Dividends 0.22 06/30/2014 Dividends 0.21 07/31/2014 Dividends 0.22 08/29/2014 Dividends 0.22 09/30/2014 Dividends 0.21 2.36 Vanguard Money Market Fund 0030-88023198526 11/29/2013 Dividends 0.03 12/31/2013 Dividends 0.03 01/31/2014 Dividends 0.03 02/28/2014 Dividends 0.03 03/31/2014 Dividends 0.03 04/30/2014 Dividends 0.03 05/30/2014 Dividends 0.03 06/30/2014 Dividends 0.03 07/31/2014 Dividends 0.03 08/29/2014 Dividends 0.03 RECEIPTS OF INCOME Page 11 Accounting of Norman E. Deiss�er, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 09/30/2014 Dividends $ 0.03 0.33 Vanguard 500 Index Fund (Account 0040-09883251967) 12/23/2013 Dividends 21.95 03/21/2014 Dividends 18.63 06/20/2014 Dividends 19.43 09/19/2014 Dividends 185.43 245.44 Total Dividends $ 248.13 Social Security Payments Miscellaneous 11/01/2013 US Treasury, social security payment 1,575.00 12/03/2013 US Treasury, social security payment 1,575.00 01/03/2014 US Treasury, social security payment 1,601.00 02/23/2014 US Treasury, social security payment 1,601.00 03/03/2014 US Treasury, social security payment 1,601.00 04/03/2014 US Treasury, social security payment 1,601.00 05/04/2014 US Treasury, social security payment 1,601.00 06/03/2014 US Treasury, social security payment 1,601.00 07/03/2014 US Treasury, social security payment 1,601.00 08/01/2014 US Treasury, social security payment 1,601.00 09/03/2014 US Treasury, social security payment 1,601.00 10/03/2014 US Treasury, social security payment 1,601.00 19,160.00 Total Social Security Payments 19,160.00 TOTAL RECEIPTS OF INCOME $ 19,408.13 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Page 12 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 To: Jean B. Deissler Sherwood Oaks 11/14/2013 Cash $ 2,363.56 12/19/2013 Cash 1,945.05 01/21/2014 Cash 4,674.79 09/17/2014 Cash 4,494.42 10/17/2014 Cash 1,283.28 To: Jean B. Deissler Medical Expenses 11/18/2013 Cash 631.50 12/10/2013 Cash g.gg 12/23/2013 Cash 222.g2 01/03/2014 Cash 10.00 01/15/2014 Cash 246.03 01/27/2014 Cash 30.00 02/22/2014 Cash 30.00 02/24/2014 Cash 103.28 03/14/2014 Cash 130.69 04/21/2014 Cash 148.79 05/05/2014 Cash 30.00 05/15/2014 Cash 162.78 06/18/2014 Cash 138.82 06/24/2014 Cash 10.00 07/10/2014 Cash 16.78 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Page 13 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 07/18/2014 Cash $ 136.67 08/05/2014 Cash 30.00 08/19/2014 Cash 195.95 08/29/2014 Cash 65.00 09/18/2014 Cash 254.39 10/14/2014 Cash 30.00 To: Jean B. Deissler Insurance 05/19/2014 Cash 19.50 08/20/2014 Cash 15.45 To: Jean B. Deissler Credit Cards 08/18/2014 Cash 39.00 To: Jean B. Deissler Freedom Blue 11/25/2013 Cash 208.00 12/23/2013 Cash 219.00 01/24/2014 Cash 219.00 02/24/2014 Cash 219.00 03/21/2014 Cash 219.00 04/21/2014 Cash 219.00 05/23/2014 Cash 219.00 06/18/2014 Cash 219.00 08/01/2014 Cash 219.00 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Page 14 Accounting of Norman E. Deissler, Jr., Guardian for Jean B. Deissler For Period 11/01/2013 Through 10/31/2014 08/20/2014 Cash $ 219.00 09/23/2014 Cash 219.00 To: Jean B. Deissler Income Tax Penalty 1/13/2014 Cash 40.00 To: Jean B. Deissler Clothing for Jean 02/24/2014 Cash 190.20 03/19/2014 Cash 270.94 04/17/2014 Cash 618.44 Total for Jean B. Deissler $20,986.22 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 20,986.22